Accounting Ideas

Add Items We Need to Fill Out Credit Reference Documents On The Customer's Main Page

I used to run a different Sage 50 and the customer tab used to have essential info for quickly filling out credit references including:

-Average Days to Pay

-How Long they have been a customer. If existing and we are changing to Sage from another software, have a field called "Customer Since". It would autofill date of creation if nothing entered.

-Largest Recent Balance (past 6 mo)

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  • May 11 2023
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